1.Detect invoice payment failed
Integrate Stripe, billing events tools, and reporting systems to trigger when an invoice payment fails.
Create failed payment records and notify the team
Automatically monitor invoice payment failed events across Stripe and team inboxes. Create or update failed payment records and notify the team when card decline reasons need recovery outreachβso you can respond faster, log outcomes, and trigger outreach without manual reporting.
How this automation alerts your team to recover failed payments
When invoice payment fails, delays can stall recovery outreach and extend churn risk. This automation filters qualifying declines, updates churn tracker rows, and sends formatted team email alertsβso your team can act immediately.
Stripeor swap with your favorite app
2.Filters qualifying declines
Integrate Filter by Zapier and policy rules tools to continue only for qualifying decline reasons.
Filter by Zapieror swap with your favorite app
3.Looks up tracker row by email
Integrate Google Sheets, customer data tools, and spreadsheet lookups to lookup a churn tracker row and decide create or update.
Google Sheetsor swap with your favorite app
4.Formats fields and calculates tenure
Integrate Formatter by Zapier, date tools, and tenure calculations to format timestamps and compute customer tenure.
Formatter by Zapieror swap with your favorite app
5.Finds lead by email
Integrate Close and CRM lookups to search for a lead by email and return a lead link if found.
Closeor swap with your favorite app
6.Sends decline alert email
Integrate Gmail and email formatting tools to send an HTML summary to configured inboxes with the decline details.
Gmailor swap with your favorite app
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Recover overdue payments with automated reminder sequences, status updates, and escalation alerts
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